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GetAccept – The #1 AI Digital Sales Room for Salesforce

Run every deal like your best sales rep

Overview

GetAccept is an AI Digital Sales Room built for Salesforce that helps reps create Deal Rooms, send contracts, and track buyer engagement in real time, with every action synced back to Salesforce and Slack.

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See How GetAccept – The #1 AI Digital Sales Room for Salesforce Works

  • AI & Agentforce 🟠 Complete buyer data automatically synced to Agentforce. Create Deal Rooms and contracts with AI. Get instant AI summaries of deal health and engagement. AI follows Salesforce rules for secure automation.

  • Quick Document Creation & Delivery 🔴 Painless document generation with no-code, customizable & branded templates. 🔴 Reduce quote delivery time by 90%. Auto-create beautiful documents with recipient details, product, and CPQ data from Salesforce.

  • Engage & Collaborate 🟠 Personalize your sales interactions and engage buyers with video, live chat, SMS, mutual action plans & branded proposals. 🟠 View Deal Room meeting summaries, transcripts, and next steps directly inside Salesforce Activities

  • Expedite Revisioning Process 🟢 Modify any section of your sent documents/quotes in real-time without voiding and generating new versions. 🟢 Live update a sent Quote by simply editing the product & pricing information in Salesforce.

  • Track, Analyze & Sign 🔵 Gain real-time insights on recipient engagement within Salesforce. Leverage these insights to quickly refine your sales strategies. 🔵 Send and close quotes/contracts with a one-click legally-binding eSignature.

  • Store & Manage 🟣 Automatically store the signed contract in Salesforce. 🟣 Auto-update the status of opportunities based on contract status 🟣 API support for custom integrations

GetAccept is the #1 AI Digital Sales Room built natively for Salesforce — the missing piece between your CRM and your buyers. Salesforce manages your pipeline, while GetAccept captures real buyer engagement. Reps create Deal Rooms, send contracts, and collect e-signatures directly in Salesforce, with every buyer interaction synced back to the CRM. Built for Salesforce's AI ecosystem, GetAccept connects Salesforce, Agentforce, and Slack—giving AI and sales teams real-time buyer insights, automated deal execution, and collaboration powered by live engagement data. Fully compliant with eIDAS and the ESIGN Act.

Categories

Business Needs
Sales Productivity
Lead & Opportunity Management
Document Generation
Industries
Horizontal Product
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Managed Package

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